同益股份(300538) - 2021年11月8日投资者关系活动记录表

Fundraising and Financial Overview - The company raised a total of CNY 621,555,121.00 through a private placement, with net proceeds amounting to CNY 607,140,077.63 after deducting issuance costs of CNY 14,415,043.37 (excluding tax) [2][3] - The funds will be allocated to special engineering plastic extrusion projects, engineering plastic modification and precision injection molding projects, and working capital [3] Business Strategy and Development - The company operates in three main business segments: traditional engineering plastics and electronic materials sales, composite materials production, and supply chain empowerment [3] - The company aims to build a "two wings" circular development ecosystem to achieve rapid and stable growth in performance [3] Government Support and Collaboration - The company has received support from local governments in Xinfeng and Dongtai, which includes temporary factory space, land support, tax incentives, and equipment subsidies [3][4] - The government and industry funds are involved in the company's private placement, enhancing collaboration and synergy [3] Market Position and Competitive Landscape - The company is positioned as the first publicly listed entity in the board and rod materials industry, with a focus on high-end manufacturing needs [4][5] - The domestic board and rod materials market is still developing, with significant opportunities for domestic substitution in various industries [4][5] Future Growth and Production Capacity - The company plans to increase production capacity to 100,000 tons within 3-5 years, with rapid revenue generation expected from new production lines [5][6] - The online platform "Tongyi Cloud Business" is anticipated to experience rapid growth, contributing significantly to future revenue [5][6] Impact of External Factors - The company is adapting to upstream raw material price increases and supply shortages by enhancing R&D efforts and diversifying product offerings [5] - The company has strategies in place to mitigate the impact of electricity supply limitations in its production bases [4][5]